Join Our Golf Clinic & Alternative Investing Round Table 

You wouldn't play a full round with just a driver. So why invest with only stocks and bonds? Spend the day sharpening your swing and exploring strategies designed to keep you out of the bunker when markets get rough.

Schedule:

• 8:00 AM — Check-In & Breakfast with CME Group Economist

• 9:00 AM — Golf Clinic (Putting · Short-Game · Full-Swing)

• 11:00 AM — Lunch & Manager Roundtables

Featured in the Roundtable Sessions:

• • Flagship strategy representing roughly $350M of nearly $1B in AUM, the firm's most popular offering.
  • Roots trace to the COMEX Gold Pit in 1982 and lessons learned working for Paul Tudor Jones on risk control.
  • Built with one priority: protect from severe losses while delivering quality participation in rising markets.
  • Ranked #1 of 398 strategies in Morningstar's Tactical Allocation category for risk-adjusted return over 5 years (through 12/31/2025).
  • Max drawdown of just -7.6% since inception over 10+ years, trading within 5% of its all-time high 97.5% of the time.
  • A rare long-only strategy focused purely on short-term mean reversion that actually welcomes bear markets, up +4.2% in the 2022 pullback.

• • An underlying program traded since 1994, previously available only through a private fund.
  • Built by Jerry Parker, one of the best-known names in systematic trend following.
  • Designed to seek low or even negative correlation to passive equity exposure.
  • Trend follows equities, fixed income, commodities, and currencies globally across hundreds of contracts.
  • Goes long or short, with potential to profit in both rising and falling markets.
  • Delivered in an ETF: daily liquidity, full transparency, quantitative signals over forecasts.

• • What if you could add diversifying alternative strategies without reducing your stock and bond allocations?
  • Diversification is easy in theory. Funding it is the hard part, forcing many investors to choose between core exposures and portfolio diversifiers.
  • Learn why the biggest obstacle to diversification isn't portfolio construction—it's investor behavior.
  • Explore the institutional "portable alpha" approach used by pensions and endowments for decades, now available in an ETF structure.
  • Designed to help investors maintain core market exposure while gaining access to additional sources of return.
  • Walk away with practical portfolio implementation ideas that can be applied immediately, not just theory.

• • Risk so low that Morningstar benchmarks it to a Moderate Conservative Total Return Index.
  • Comparable risk to a 30/70 or 40/60 bond/equity portfolio, with equity-like returns.
  • Since taking over HDCTX, has outperformed that index by 150%, same risk, far higher returns.
  • Annualizing close to 9% since 12/2019, never closing a month down more than 6%, through Covid, tariffs, and war.
  • Outperformed JEPI, JPM Hedged, and nearly all covered call ETFs over the last 3 years.
  • One of very few funds that is simultaneously long equities and long an embedded volatility hedge.
  • If you expect ongoing volatility, this is where you want to be.

• • Access curated private market investment opportunities.
  • Opportunities across private equity, private credit, venture capital, and real estate in tax-aware structures and co-investments. 
  • Institutional investment experience rooted in a leading multi-family office.
  • More than $4.3B in investor commitments.
  • Trusted by 2,500+ investors, including family offices, wealth managers, and institutional investors.